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Effectively Using a “Timeline” Slide

Posted on March 23, 2010 by Heather J. Wietzel

Over the next week or two, I plan to post ideas on ways insurance companies could strengthen their investor presentations.

To start, here’s an idea on making best use of timeline slides. A significant number of AIFA and NYSSA presenters included a timeline in their deck to illustrate the major events that built their company.

As this mock-up shows, companies can make their story more compelling by linking the events to a measure of the value created.

In addition, the headline could capture the strategic theme of the growth, e.g., diversification.

Filed under: AIFA, NYSSA | Tagged: , | 1 Comment »

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